Timmer Questions 60/40 Portfolio Revival Amid Weakening Stock-Bond Link
Fidelity's Jurrien Timmer questions the 60/40 portfolio comeback as higher Treasury yields sustain a positive stock-bond correlation.
1 h ago9 min read
Strive CEO sees roughly 50% annual Bitcoin gains through 2030
Strive CEO Matt Cole forecasts roughly 50% annual Bitcoin returns into 2030, citing macro trends in the dollar and Treasury rates.
15/09/2026 21:274 min read
If the Federal Reserve and Treasury step in to cap long-term interest rates, Matt Cole argues that the dollar will become the pressure valve and scarce assets will surge. Speaking with Grace Remington and Sean Hagan, the Strive CEO details a three-part macro framework centered on the dollar, long-end Treasury yields, and Bitcoin returning to its position as the leading alternative to gold. He also presents his base-case forecast of Bitcoin delivering approximately 50% annual returns until 2030.
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